Account Executive, Middle Market

Address: 499 Washington Blvd, 8th Floor, Suite 810, Jersey City, NJ 07310

Location: Hybrid, Jersey City, NJ

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard‑working and growth‑minded employees.

Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career, then consider joining our amazing team!

Account Executives provide high-quality service to our clients. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, Account Executives service and monitor accounts and disseminate account activity, market renewals and new business, evaluate existing coverages and make recommendations as needed. They round out accounts as opportunities arise, negotiate with underwriters to provide the best possible coverage and rates according to underwriting guidelines, receive, review and forward invoices, policies, endorsements and other documents as necessary, market specialized coverages, authorize the release of Certificates of Insurance, Accord Binders and Placement Requests, review and audit policies for compliance with internal procedures, prepare proposals for clients and potential clients, and visit clients as necessary to ensure client satisfaction.

• Manage the marketing activity for assigned accounts
• Create schedules of insurance and proposals
• Management and tracking of policy renewals utilizing marketing sheets
• Endorsement processing
• Invoicing
• Set up new and renewal policies in Sagitta
• Scan and maintain documents, policies and correspondence
• Manage day-to-day account transactions including additions, deletions of vehicles, acquisitions, and more
• Support administration of program adjustments including dividend and audit adjustments
• Contact clients and underwriters to obtain information for policy changes, renewals and endorsements
• Submit renewal business to various markets and maintain a productive relationship with insurance company underwriters and staff; work with team members to execute all renewals in a timely manner; generate accurate renewal submissions and proposals
• Work with team members at all levels to ensure client satisfaction, proactively addressing client issues whenever possible and immediately addressing matters impacting customer satisfaction as they arise
• Seek out new business through referrals, cross‑selling and account rounding
• Mentor and assist junior staff

• Minimum of eight years of insurance brokerage or insurance carrier experience
• Strong computer skills including MS Office Suite, Excel and Power Point
• Detail oriented
• Excellent organization and time management skills

• College degree in Insurance or related field preferred
• Preferably at least 5 years’ experience in handling a book of business
• New York or New Jersey P&C Brokers License

The national average salary for this role is $95,000.00 – $ in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time Off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days…